Forex CRM | Traders Room | Multi-level IB

Forex CRM | Forex Traders Room | Multi-level IB System and IB Portal

Customizable Forex CRM

Syntellicore Forex CRM is a flexible CRM system developed exclusively for Forex Brokerage Companies who are dedicated to a higher level of Customer Experience. A cost-effective solution, Forex CRM can be customised to your exact business model and be optimized to match your existing procedures.

Traders Room | Client / IB Area

Under a secure login your clients and IBs will be able to sign up for a live or demo account, upload documents, make deposits and transfers between accounts, request support, live chat and much more. Everything can be demonstrated live!

Do you also need a website?

Together with Forex CRM and trader's room, Dynamic Works can also deliver your Forex dynamic, responsive website, independently or as a bundle. Alternatively, Dynamic Works' Forex CRM and trader's room, can integrate with your existing web. We provide all the necessary tools and services to get you on-line in no time.

Lead Management

Increase sales, save time, and grow your business by improving prospect and customer experiences through all existing touch points of your business. Manage your Leads and assign them to your team quickly and effectively. Keep track record.

Integration with trading platforms (MetaTrader 4/5)

Seamless integration with trading platforms enriches your customers’ profile and gives you full access to trading information such as customer balances and customer transactions.

Customer / Account Management

Managing your customers becomes easier and more efficient and more effective than ever before. Keep your customers happy and loyal by maintaining top level support throughout your business.

CRM and Traders Room and Partner Multi Tier System and Portal designed for Forex Brokers.

Dynamic Works' Forex CRM Solution, Syntellicore, is a powerful tool that integrates all customer information and brings together all aspects of client engagement and retention from lead and opportunity management to reporting and beyond.

Sytellicore comes with all the tools that are needed to automate and grow a Forex Brokerage business.

Complete Solution for Forex

Take a look at the list features below: CRM, Traders Room and Website. Choose the modules you need or take them as a bundle.

Maintain Compliance

Control the flow of information and account creation procedures using an advanced Workflow engine. Provide status reports, improve operations and organise information so that it is easily accessible when needed.

Campaign Management

Plan your marketing activities more effectively. Automate your marketing by sending automated responds to leads, customers and IBs based on a number of intelligent criteria. Send mass emails through a powerful Newsletter engine and improve the quality of lead generation processes using web forms. Measure your campaign conversion, signups, first time deposits and revenue. Organize tournaments and retain your customers.


Generate various valuable reports and use rich and fully customizable dashboards to visualize comparisons,patterns and trends in sales, as well as in marketing.

Integration with CMS / Website

Publish forms online and eliminate any barriers in acquiring leads through your website. Receive all enquiries in your CRM and manage them efficiently. Personalize your web according to leads behavior. Manage and publish competitions and tournaments on your website from your Forex CRM.

Information Security

Your customer information is your most valuable asset! You now have the option to keep critical customer data in a secure environment within your premises or on our highest security hosted environment.


The Syntellicore IB System makes the management of IB simpler and easier. The augmented IB system incorporates feedback from users resulting in a system designed essentially by the user for the user. Syntellicore IB is a 3-M system: multi-tier, multi-campaign, multi-schemed.

Thinking of a new project? Let's talk!
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